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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
276
Jaffetilchin Investment Partners
Florida
$893K +$755K +17,759 New
M&T Bank
277
M&T Bank
New York
$887K -$30.1K -707 -4%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$883K +$127K +2,992 +21%
SLAM
279
Swiss Life Asset Management
$874K +$202K +4,751 +38%
LNC
280
Lincoln National Corp
Pennsylvania
$859K -$109K -2,566 -13%
HT
281
HAP Trading
New York
$855K +$723K +17,003 New
Wellington Management Group
282
Wellington Management Group
Massachusetts
$852K +$254K +5,985 +55%
FHC
283
First Heartland Consultants
Missouri
$848K +$717K +16,853 New
TF
284
TIAA FSB
Florida
$843K +$712K +16,747 New
FHB
285
First Hawaiian Bank
Hawaii
$840K -$45.7K -1,075 -6%
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$813K +$666K +15,671 +3,134%
DT
287
Diversified Trust
Tennessee
$807K
TNA
288
True North Advisors
Texas
$807K +$595 +14 +0.1%
Bank of Nova Scotia
289
Bank of Nova Scotia
Ontario, Canada
$805K +$680K +16,004 New
SAM
290
Securian Asset Management
Minnesota
$800K -$23K -542 -3%
ECM
291
Everence Capital Management
Indiana
$797K +$329K +7,730 +95%
EBSAM
292
Eubel Brady & Suttman Asset Management
Ohio
$789K
BC
293
Burney Company
Virginia
$789K +$77.4K +1,821 +13%
Walleye Trading
294
Walleye Trading
New York
$788K +$666K +15,672 New
GT
295
Glenmede Trust
Pennsylvania
$786K -$93.4K -2,196 -12%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$754K +$637K +14,987 New
SPC
297
Sigma Planning Corp
Michigan
$741K +$175K +4,112 +39%
Creative Planning
298
Creative Planning
Kansas
$735K +$29.3K +690 +5%
ASN
299
Advisory Services Network
Georgia
$725K -$624K -14,685 -50%
ACM
300
AlphaCrest Capital Management
New York
$725K +$57.3K +1,348 +10%

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.